| 40.95 Net Asset Value | -0.41% 1 Day | +2.84% Year-to-Date | Overall Morningstar Rating |
| Large value Style or Category | No Load Sales Expenses | 0.84% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +5.05% | 3 years | +19.39% | |
| 3 months | +3.03% | 5 years | +15.07% | |
| 1 year | +13.41% | Since inception | +7.10% |
| DRGVX | Category | |
|---|---|---|
| Performance 5-yr return | +15.07% | +13.45% |
| Expense ratio | 0.84% | 1.15% |
| Risk 5 year sharpe ratio | 0.92 | 1.01 |
| Net assets | $1.6B | $2.5B |
| Average market cap | $54.3B | $80.9B |
| Average P/E | 17.2 | 15.3 |
| Portfolio turnover | 67% | 67% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Dreyfus |
| Fund manager & tenure | Brian Ferguson / 13 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $750.00 |
| U.S. stock | 100.00% |
| International stock | 0.00% |
| Fixed income | 0.00% |
| Cash | 0.00% |
| Other | 0.00% |
| Financial service | 25.64% |
| Energy | 16.70% |
| Industrial materials | 12.56% |
| Healthcare | 11.46% |
| Consumer goods | 11.18% |
| OXY Occidental Petroleum | 4.69% |
| CSCO Cisco | 3.37% |
| BRKB Berkshire Hathaway | 3.26% |
| BAC Bank of America | 2.72% |
| WFC Wells Fargo | 2.70% |
| GS Goldman Sachs | 2.49% |
| JPM JPMorgan Chase | 2.49% |
| PFE Pfizer | 2.35% |
| VOYA Voya Financial Inc | 2.34% |
| C Citigroup | 2.28% |
